Andrew Appelbaum

Commercial Client Support/ Onboarding Specialist- CIT

Bank

Phoenix, AZ 85037

addgja@r.postjobfree.com

602-***-****

Work Experience

Implementation Specialist/ Commercial Account Manager Mutual of Omaha/ CIT Bank - Phoenix, AZ

May 2016 to Present

Assists clients in the implementation of technical systems, software, hardware or solutions. This could include Remote Deposit Scanners, ACH software, and Wire and Vendor Payment software. Specifically throughout the duration of the on boarding process. Evaluates client needs, develops configurations that support business processes. Defines and executes on delivery and implementation plans. Tests and troubleshoots final system setups. Provides training and end-user support during and after the implementation process. May be involved in pre-sales product demonstrations or provide assistance in scoping projects or developing proposals. Work on projects/matters of limited complexity in a support role. This role is specific to commercial clients and Treasury products provided by the Bank. Universal Banker

National Bank of Arizona - Phoenix, AZ

September 2015 to May 2016

Work with clients to open customers' checking or savings accounts and handle various teller transactions. Sell and cross-sell bank products and services, such as credit cards, investment instruments, and resolve customer service issues in-person or via email or phone. Customer Marketing Specialist

Bank of America, N.A - Phoenix, AZ

August 2014 to June 2015

Provide excellent customer service skills and demonstrate enthusiasm. Assist callers with account information, perform account services and maintenance. Teller / Personal Banker / Business Specialist

Wells Fargo Bank - Phoenix, AZ

August 2011 to June 2014

Manage a business loan portfolio including small and/or large organizations. Perform analysis of prospective clients' needs and best options, work with the client to determine optimal banking solutions. In charge of communicating with current clients to ensure all needs are being met and questions are answered. Negotiate and set terms for loans.